HSMBX Mutual Fund

HSMBX Mutual Fund

NAV$45.93
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Returns Overview

1 Month
+0.21%
3 Months
+5.47%
6 Months
+8.37%
YTD
+17.60%
1 Year
+21.01%
3 Years (annualized)
+18.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSMBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+17.60%
Peer Avg (YTD)
+9.89%
vs Peers
+7.71%

HSMBX Mutual Fund Performance

HSMBX performance across multiple time periods: 1-month 0.21%, YTD 17.60%, 1-year 21.01%, 3-year 18.86%.

HSMBX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

HSMBX vs another fund shows side-by-side returns. HSMBX alternatives are available in the Mutual Fund Screener.